CareTrust REIT
CTRE
408 hedge funds and large institutions have $5.99B invested in CareTrust REIT in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 113 reducing their positions, and 35 closing their positions.
86% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 35
62% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 113
16% more capital invested
Capital invested by funds: $5.16B → $5.99B (+$825M)
7% more funds holding
Funds holding: 381 → 408 (+27)
5.86% more ownership
Funds ownership: 96.17% → 102.03% (+5.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
94% less call options, than puts
Call options by funds: $1.72M | Put options by funds: $28.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$245M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$72.7M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$64.8M |
| 4 |
BlackRock
New York
|
+$61.6M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$41.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$45.8M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$33.8M |
| 3 |
ZP
Zimmer Partners
New York
|
-$28.1M |
| 4 |
Millennium Management
New York
|
-$25.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.3M |
CTRE Hedge Fund Activity: Q2 2025 in Review
408 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CareTrust REIT (CTRE) for Q2 2025, worth a combined $5.99B — up 16% from $5.16B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new CTRE positions and 35 closed out — a net gain of 30 holders — while 183 added to existing stakes and 113 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $245M. The largest seller was Balyasny Asset Management, cutting an estimated $45.8M.
- 408 institutional investors held CareTrust REIT (CTRE) as of Q2 2025, up from 381 in Q1 2025.
- Funds reported $5.99B of CareTrust REIT stock for Q2 2025, up 16% quarter-over-quarter.
- 65 funds opened new CareTrust REIT positions in Q2 2025 and 35 closed out, a net change of +30 holders.
- The largest CareTrust REIT buyer in Q2 2025 was Cohen & Steers, an estimated $245M added.
- The largest CareTrust REIT seller in Q2 2025 was Balyasny Asset Management, an estimated $45.8M sold.
Based on aggregated 13F filings for Q2 2025.